Amalie Marie Packard

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2020 → 01/2021
  Ellrich, Neal, Smith & Stohlman, P.A.
  Palm Beach Gardens, FL
• 10/2021 → 05/2022
  High Point University Recreational Department
  High Point, NC
• 08/2014 → 05/2018
  Suncoast Community High School
  Riviera Beach, FL
• 08/2018 → 05/2022
  High Point University
  High Point, NC
• 06/2019 → 08/2019
  Sports Tyme
  Jupiter, FL
• 06/2021 → 08/2021
  Wall Private Wealth
  Palm Beach Gardens, FL
• 06/2022 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 03/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07
• S63 Uniform Securities Agent State Law Examination
  2022-09-06

Other Names

• Molly Marie Packard
• Amalie Packard